Operational

  • Day-to-day transaction entry
  • A/R, invoicing & payments
  • A/P, receipt tracking & payments
  • Product/Service Management
  • Inventory, tracking & reporting
  • Business process training and mentoring
  • Quickbooks, Xero, and Wave training

Managerial

  • Account reconciliations
  • Accounting period closings
  • Financial Statement preparation
  • Managerial reports for the board
  • Quarterly reviews
  • Audit prep
  • Forensic Audit
  • Internal Control procedures
  • Nonprofit board training
  • Business Plans
  • Cash Projections

Employment & Income Tax Returns

  • 990, 990-EZ, 990-N
  • 1120, 1120S
  • 1065, and K-1s
  • 1040 with Schedule C
  • 941, SUI, FUTA
  • W-2, W-4, W-9
  • 1099-MISC, 1099-NEC